Archive or restore a client


You can archive a client that you no longer need. Archiving a client removes them from your navigation pane. 

To archive a client

  1. Open the client you wish to archive. 
  2. Select Archive.

To restore an archived client

  1. On the navigation pane select    Apply filters.
  2. From the dropdown of filters, select Archived
  3. Now your navigation will display all of your archived resources, open the client you wish to restore. 
  4. Select Restore.


You can also archive and restore a client directly from the navigation pane. Hover over the client you wish to archive or restore, click   Ellipsis and select Archive or Restore from the dropdown.

Was this article helpful?
1 out of 1 found this helpful



Please sign in to leave a comment.